See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI

Credentials

  • Tier 1 General Insurance
    LMI College of Insurance & Risk
    Nov, 2022
    - Apr, 2026
  • Tier 2 General Insurance
    Kaplan
    Apr, 2021
    - Apr, 2026

Experience

    • Australia
    • Insurance
    • 100 - 200 Employee
    • Account Executive
      • May 2023 - Present

      Took over a dynamic portfolio featuring all sectors of general insurance including SME, Farm, Mining & Domestic products.Have successfully retained clients and grown this portfolio through exceptional customer service, broking knowledge and drive to ensure the clients are properly covered for when the worst can happen.

    • Account Executive
      • Oct 2022 - Apr 2023

      Gained my Tier 1 in General Insurance.Took over a book of clients and fostered this relationship to meet growth targets, client experience and expectations. Honed my knowledge in all facets of general insurance and broking.

    • Broker Assistant
      • May 2021 - Oct 2022

      Obtained foundational knowledge in broking and managed my own portfolio.Provided claims management for my clients and assisted senior brokers with renewals, new business and claims handling.

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Customer Value Specialist
      • Mar 2021 - May 2021

    • Sales and Service Banking Consultant
      • Feb 2020 - Mar 2021

  • Sheraton Hotels & Resorts
    • Gold Coast, Queensland, Australia
    • Guest Service Agent, Acting Front Office Supervisor and Relief Loyalty Manager
      • Mar 2018 - Feb 2020
      • Gold Coast, Queensland, Australia

  • Mantra Group
    • Gold Coast, Queensland, Australia
    • Concierge and Guest Services Agent
      • Jul 2017 - Mar 2018
      • Gold Coast, Queensland, Australia

  • Halcyon Hot Springs Village and Spa
    • British Columbia, Canada
    • Guest Service Agent
      • Jun 2015 - Dec 2016
      • British Columbia, Canada

  • The Macadamia Castle
    • Knockrow, New South Wales, Australia
    • Head Barista
      • Oct 2009 - Apr 2015
      • Knockrow, New South Wales, Australia

Education

  • 2017 - 2020
    Griffith University
    Bachelor of Commerce/Bachelor of Business, Management, Finance & Financial Planning
  • 2009 - 2014
    Byron Bay High School
    Higher School Certificate

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles